Jeppson Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Jeppson Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 20, 2022	SELL	N/A	-8,563 Reduced 60.95%	5,487 $284,000
Q2 2022 Aug 03, 2022	SELL	N/A	-88,807 Reduced 86.34%	14,050 $784,000
Q1 2022 Apr 27, 2022	SELL	N/A	-116,733 Reduced 53.16%	102,857 $6.24 Million
Q4 2021 Jan 19, 2022	BUY	N/A	152,990 Added 229.71%	219,590 $13.8 Million
Q3 2021 Nov 17, 2021	BUY	N/A	1,850 Added 2.86%	66,600 $4.17 Million

Q2 2021 Jul 20, 2021	SELL	N/A	-11,400 Reduced 14.97%	64,750 $4.05 Million
Q1 2021 May 19, 2021	SELL	N/A	-44,881 Reduced 37.08%	76,150 $4.66 Million
Q4 2020 Mar 05, 2021	BUY	N/A	104,346 Added 625.39%	121,031 $7.51 Million
Q3 2020 Nov 19, 2020	BUY	N/A	16,685 New	16,685 $1.03 Million

677

159M

123K

4.8K

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